Description

Job Title: Financial Planning & Analysis Manager

Department: Finance

Reports to: CFO

About CloseKnit

CloseKnit is a growing, patient-centered healthcare organization dedicated to delivering high-quality, accessible primary and immediate care. We pride ourselves on fostering a dynamic and organized work environment where administrative excellence meets clinical expertise. Our teams value collaboration, innovation, integrity, and accountability, and we strive to deliver seamless patient experiences and operational efficiency across all clinical settings.

Join a supportive, inclusive workplace that encourages professional growth and continuous learning while maintaining a commitment to compassionate care and exceptional patient outcomes.

Job Summary:

The Financial Planning & Analysis Manager/Director will perform and oversee the function of financial analysis, budgeting and forecasting, executive and board reporting and KPI development and maintenance.

Supervisory Responsibilities:

Assign and oversee projects and tasks of Financial Planning & Analyst staff

Duties/Responsibilities:

Key driver-based financial modeling and scenario analysis
Owner of annual budget process and quarterly reforecasts
Close variance analysis and management reporting package
Cash flow analysis and forecasts
KPI development and maintenance
Partnership with operations and leadership on business initiatives, new site/program pro formas, ROI analysis and ongoing performance monitoring
Partner with CFO on strategic analysis and Board/Parent (CareFirst) reporting

Required Skills/Abilities:

Advanced Excel/modeling
Minimum 6 months experience with Data + BI tools similar a plus; PowerPoint a plus
Ability to work with imperfect data systems and ambiguity
Hands on; Can build models, analysis, reporting from scratch
Healthcare experience required — physician practice and/or value-based care, RCM literacy
Minimum 1 year management experience required

Education and Experience:

College degree required. Masters preferred
DMV preferred with on-site expectations
5 years + experience in FP&A or business analytics
CPA license is a plus but not required

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer.

Why Join CloseKnit

Competitive compensation based on experience and qualifications
Health, dental, and vision insurance
Life insurance
401(k) retirement plan
Paid time off (vacation, holidays, sick leave)
Professional development and continuing education opportunities
Supportive, collaborative, and inclusive work culture